Our services are designed to educate CPAs on how to bring appropriate advanced strategies to your clients and deepen the relationship as their trusted business advisors. We employ 18 proven tax reduction strategies that have been substantiated by the American Institute of Certified Public Accountants (AICPA).

As your coach, we will help you:
• Identify an opportunity to further provide services to clientele
• Deliver on those services independently, or with our "behind the scenes" help
• Increase the perceived value of your expertise, and command a higher price
• Expand the breadth of your services past tax preparation and into the realm of strategic advisory
• Keep the work inhouse and remove the risks associated with the classic referral model

Through our ongoing guidance and quarterly update calls, backed by intricate CRM and workflow software, you will gain knowledge of how to assist your business owner clients with:

• Business valuations
• ESOP
• Tax law changes
• Cost segregation
• Technology integration
• Marketing to business owners
• Business valuation
• Leveraging tax credits
• Retirement planning
• Succession planning
• Key employee retention
• Estate planning
• Qualified and non-qualified retirement plans
• Insurance and long term care
• Multiple entity planning

Brightline Strategies

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